Forex Specialist - Private Banking Product

Mashreq
United Arab Emirates
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Analytical thinking","Attention to detail","Planning and organizing","Customer focus"]

Coordinate advised FX sales activities across personal/private banking segments, maintaining close relationships with customer portfolios to grow wallet share. Support branch stakeholders and partners to drive retail FX propositions, including cash FX trading, dual currency products, margin FX trading, and margin options. Coach internal partners on FX business generation, ensure weekly client calls, and proactively develop new-to-bank business in identified target segments.

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FursaFursa
Mashreq
Mashreq
4 days ago

Forex Specialist - Private Banking Product

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Last checked: 1 hour agoStatus: Live

Job Summary

Coordinate advised FX sales activities across personal/private banking segments, maintaining close relationships with customer portfolios to grow wallet share. Support branch stakeholders and partners to drive retail FX propositions, including cash FX trading, dual currency products, margin FX trading, and margin options. Coach internal partners on FX business generation, ensure weekly client calls, and proactively develop new-to-bank business in identified target segments.
Location: United Arab Emirates
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Be the coordinator for all advised FX related sales activities and keep close contact with customer portfolios to remain a major bank.
  • •Support branch IA / IS / SSO / BDM and coach them on enhancing FX business generation opportunities, including joint customer calling/meetings.
  • •Focus on selling and enabling retail advised FX products: cash FX trading, dual currency product, margin FX trading, and margin options.
  • •Ensure optimum client calls are conducted weekly to maximize transactions, and proactively drive new-to-bank business in target segments.
  • •Coordinate intra-organization liaison and work with product and channel partners from RBG to maximize opportunities through regular contacts, feedback, coordination, and cross referrals.

Key Requirements

  • •Coordinate advised FX related sales activities and maintain close relationships with assigned customer portfolios to capture wallet share.
  • •Support branch IA / IS / SSO / BDM and develop active sales momentum for personal banking customers with FX needs.
  • •Focus on retail product propositions across advised FX products, including cash FX trading and margin products.
  • •Possess good communication and analytical skills to understand client needs and advise accordingly.
  • •Have related sales experience in institutions where FX is a primary business (added advantage).
Experience:FX
Skills:CommunicationAnalytical thinkingAttention to detailPlanning and organizingCustomer focus

Company Brief

Mashreq
Mashreq Bank is a UAE-headquartered full-service bank offering retail, corporate, Islamic and digital banking, treasury, and capital markets services across the Middle East and internationally.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dubai, United Arab Emirates
Founded: 1967
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Glassdoor: 3.3
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